AI & INNOVATION

Where AI is built into the platform today.

AI in Finance is easy to oversell. So we'd rather show you where it's already doing useful work. CCH Tagetik combines Objective AI, generative AI and emerging agentic capabilities across the finance process - not AI for the sake of it, but AI applied to governed finance data, with a clear job to do.

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Get the data ready

Find what doesn't look right

Understand what drove the result

Then look forward

Automate the matching that doesn't need judgement

Ask the numbers

Help Finance explain the numbers

Where AI is built into the platform today.

Get the data ready

New entities, new accounts, different source systems. AI Automapping suggests where incoming data belongs in the Group Finance model, taking repetitive work out of mapping without taking control away from Finance.

Find what doesn't look right

When you're looking at thousands of numbers, knowing where to look is half the battle. AI Anomaly Detection surfaces unusual values and potential outliers, so Finance can focus on what deserves investigation. AI flags the exception - Finance decides what it means.

Understand what drove the result

Knowing that performance changed isn't the same as knowing why. AI Driver-Based Analysis looks across financial, operational and external data to identify the drivers behind performance, giving Finance a faster route from variance to explanation.

Then look forward

Once you understand what drives performance, you can use those relationships to strengthen the forecast. Predictive Analytics brings AI into planning, using patterns and correlations in your data to give FP&A another view of what could happen next. The connection matters: understand the drivers behind actual performance, then use them to make the forward view stronger.

Automate the matching that doesn't need judgement

Thousands of transactions don't all need thousands of human decisions. AI-assisted matching automates more of the routine work, including intercompany transactions, so Finance can concentrate on the exceptions that genuinely need judgement.

Ask the numbers

What if getting an answer from your finance data started with simply asking the question? Ask AI lets you interrogate governed CCH Tagetik data in natural language and turn the answer into the table, chart, report or visualisation you need. And because Intelligent Analytics extends into Excel 365, Finance can do it from somewhere very familiar.

Help Finance explain the numbers

The numbers may be final. The reporting work isn't. Intelligent Disclosure keeps governed data connected to Word, Excel and PowerPoint, while AI helps Finance draft narrative, spot inconsistencies and check that the words still agree with the numbers - all within the Microsoft environment Finance already knows.

AI follows maturity - it won't fix unreliable data or a broken finance process. That's why the Finance Value Score looks at AI as part of finance maturity, and helps identify where AI could add value now, and where getting the foundations right will deliver more first. Two minutes, no login.

Get your score

Not sure where AI fits for your team?

Tell us where Finance is still doing the heavy lifting manually and where you need better insight. We'll show you where AI can genuinely help, and where it probably isn't the answer yet.

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